The 10 Most Recent Messages By TMFShadowDragon

Hi,

Here we are 6 months on...little did I know when I posted my thoughts in the original post that the Partnership Portfolio (PP) would come out almost immediately with a sell. As one might expect in my thoughts in that post, I wasn't
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Hi Paul,

I wanted to respond and have been wrestling with the best way to do so - alas, not with a lot of success; so perhaps I should just jump in with a few comments which you may wish to pursue or not.

First some
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Oops - I didn't finish the title on my previous post before I posted it. I had meant to qualify the "personal perspective" to investing and having done so as a Fool member for nearly 25 years.

Oh well, I can't edit it
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Hi,

I'm posting this under the "Just Ask" board not because anyone asked but because it was the most appropriate Partnership Portfolio board.

It's been a tough year to date - and, as we are all very much aware,
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Latest blog entry by David Bradbury, Okta Chief Security Officer.

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Hi Paul,

Yes, I did miss your point.

With regards to your question about "business as usual" for TMF, I'd be very surprised if the focus shifted from a focus on business strength as that should (must?) include
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Hi Paul,

Yes, it was called the dot.com bubble.

No need to go into details, one only need look at the NASDAQ index. It hit a high of 4698 in May 2000 and subsequently fell to a low of 1108 in Sept
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Hi Bruiser,

You are quite right that there is a time issue and what one's money could earn while waiting for they $95 buy out which is why I discounted the $95. I didn't do so in an elegant manner as I just wanted a ball park idea
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Hi Boris,

One way to look at it is to see how the market is pricing the potential buyout.

Assuming that if the buyout fails the price would fall back to $64 +/-, and ignoring the time value of money (i.e., how long a buyout would
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Gee....sorry for all the typos and other errors in my post. I stopped at six. I can do better than that - really. Reviewing and editing was never one of my strengths. :)